Alissa Bender is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of her advisory role, she owns Bender Services LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Chadwick (Chad) Copeland is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and with 26 years of industry experience. He has worked at Independent Advisor Alliance and LPL Financial since 2016 and previously was with Wells Fargo Advisors from 2009 to 2016. Independent Advisor Alliance serves a broad mix of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model of advisory representatives and employs various portfolio management strategies supported by technology platforms.

Thomas Doerfler is a CFP® professional with 17 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Raymond James Financial and Lighthouse Wealth Group, which he has been associated with since 2012. Doerfler also maintains ownership of Lighthouse Wealth Group as a DBA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and trusts, offering a range of portfolio management and financial planning services through both in-house and third-party solutions.

Shannon Hughes is a financial advisor at Kestra Advisory with seven years of industry experience. Hughes holds the Series 66 designation and has worked at various firms, including Kestra Advisory Services LLC and Kestra Investment Services LLC since 2021. Outside of finance, Hughes works as a part-time delivery driver for Shipt several nights per week. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Jay Jamison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at Merrill and Banc of America Investment Services before joining SunTrust Advisory Services, now part of Truist, where he has worked for over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, combining discretionary manager relationships with third-party platform arrangements and AI-enabled research tools.

Benjamin Stansfield is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles at Bankers Life and its affiliates since 2014, including sales and recruiting as a Unit Sales Manager. Outside of advising, he is the sole member and president of a real estate group focused on property acquisition and development. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Carolyn Williams is a Series 66-licensed financial advisor at TIAA-CREF with three years of industry experience. Her prior roles include positions at Charles Schwab, Edward Jones, and PNC Bank. Outside of finance, she has experience in the beauty services industry, including work at Valentina's Beauty Boutique. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with a fiduciary standard, and it acts as adviser to a donor-advised fund.

Wade Bilbrey is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at CapFinancial Partners LLC (CAPTRUST), TrustCore Financial Services, One Trusted Advisor Investments, and Waddell & Reed Inc. Bilbrey is a board member of the Harpeth Heights HOA in Nashville, where he helps create and enforce community rules. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and administrative family office services uncommon at this firm size.

Jennifer Horton is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. She previously worked at Capwealth Advisors for 16 years before joining Corient and Corient Services LLC in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments when appropriate.

Eli Daugs is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Harrison Wallace Financial Group, Ltd and Carson Group. Prior to his financial advisory career, he spent four years at the University of Tampa and held teaching roles at Mundelein and Carmel Catholic High Schools. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services including discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Tory Sherman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Ameriprise, Comerica, and Wells Fargo, with a background in wealth management and sales execution. He serves as Chair of the Sole Hope Board of Directors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support its investment process.

Robert Yerkey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. Before joining Hornor, Townsend & Kent, he served in the U.S. Army for 21 years and held roles at Amazon and several insurance and financial services firms, including Penn Mutual Life Insurance Company and First Command. He is also active as an insurance agent with two brokerage firms involved in the sale of Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory programs with broker-dealer services and maintains relationships with third-party asset managers to offer both discretionary and non-discretionary account solutions.

Martin Pyle is a CFP® professional with 20 years of industry experience, currently affiliated with Principal Financial Services. He has previously worked at SunTrust Advisory Services and Suntrust Investment Services. Outside of his financial advisory role, he serves as a preaching minister at Riverwood Church of Christ, where he delivers sermons and teaches weekly classes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money manager solutions.

Thomas Espy is a financial advisor at &Partners with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wileybros Aintree Capital since 2013. He is also the president of JACKTEN CORP, a dormant holding company. &Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, retirement plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis and offers portfolios managed directly by advisors or third-party managers.

Matthew Robins is a financial advisor at NewEdge Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. Robins serves on the board of directors for Forever Story, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology-driven tools.

Gregory Kirby is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and six years of industry experience. He has been affiliated with Truist and its predecessor SunTrust since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jeffrey Czerwinski is a financial advisor with Eagle Strategies (NY Life) in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Eagle Strategies since 2002 and holds ongoing roles with New York Life and its affiliated entities. Outside of advisory services, he is involved in property and casualty sales and is a shareholder in an insurance-related holding company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tara Carlson is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at Kestra Advisory Services, LLC. Her prior experience includes roles at Bank of America and Merrill Lynch, as well as Waddell & Associates. She is also a board member and financial committee participant for Renewal House, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering fiduciary consulting, plan design, benchmarking, and managed account solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

William Scott is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Keystone Financial Resources since 2010 and has been with Brookstone Capital Management since 2017. Outside of advisory work, he is involved with Heritage Ventures LLC, an insurance sales business related to family real estate investment. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and offers a range of investment strategies through its turnkey asset management platform and wrap-fee program.

Charles Booth is a financial advisor with Hightower Advisors in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he served in the United States Navy for twelve years. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement plan consulting.